Who We Are

As a smaller insurance agency I found myself getting contacted by independent financial advisors on a regular basis. They often reach out, not to necessarily get to the agent but rather the book of business. Many would try to sell me on the idea of cross selling to my clients. I felt a strong urge to protect my clients so I would ask several questions. How do I tell my client that after listening to my advice that an unforeseen market correction cost them half their money or more? When they responded with, “Don’t worry about it, it’s the clients fault for investing in the market in the first place.” That ended our conversation immediately.

I couldn’t and wouldn’t do that. I told them I wanted to find an investment that had strong returns and was completely safe. They all laughed at me.

After several years searching and researching to see if the information was actually correct, I found it. Not only does it grow at very strong rates 8, 10, 12% or more, it’s heavily tax advantaged. It’s also not market driven so therefore a correction or crash doesn’t impact your investment. It also isn’t held back by locking up your money. It’s incredibly flexible with your needs. It is quite possibly one of the greatest things in the world.